SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
+6.02%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.01B
AUM Growth
+$2.01B
Cap. Flow
+$28.2M
Cap. Flow %
1.4%
Top 10 Hldgs %
65.6%
Holding
107
New
10
Increased
55
Reduced
40
Closed
1

Top Buys

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$7.01M
2
VXF icon
Vanguard Extended Market ETF
VXF
$6.33M
3
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.85M
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
$4.92M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$2.96M

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
$11.7M
2
GOVT icon
iShares US Treasury Bond ETF
GOVT
$7.95M
3
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
$4.59M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
$3.74M
5
TIP icon
iShares TIPS Bond ETF
TIP
$2.82M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
FREL icon
51
Fidelity MSCI Real Estate Index ETF
FREL
$1.06B
$3.32M 0.16%
111,140
+633
+0.6% +$18.9K
INTF icon
52
iShares International Equity Factor ETF
INTF
$2.34B
$3.3M 0.16%
134,073
+19,654
+17% +$484K
PCY icon
53
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.22B
$3.2M 0.16%
159,386
+4,020
+3% +$80.7K
SPIP icon
54
SPDR Portfolio TIPS ETF
SPIP
$965M
$3.19M 0.16%
114,827
+4,499
+4% +$125K
ESGE icon
55
iShares ESG Aware MSCI EM ETF
ESGE
$5.09B
$3.08M 0.15%
104,725
+21,212
+25% +$624K
EEMV icon
56
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.59B
$2.99M 0.15%
62,252
+10,527
+20% +$505K
HDV icon
57
iShares Core High Dividend ETF
HDV
$11.7B
$2.89M 0.14%
36,209
+22,290
+160% +$1.78M
VV icon
58
Vanguard Large-Cap ETF
VV
$44.5B
$2.7M 0.13%
15,480
-108
-0.7% -$18.8K
USRT icon
59
iShares Core US REIT ETF
USRT
$3.09B
$2.66M 0.13%
43,427
-333
-0.8% -$20.4K
VB icon
60
Vanguard Small-Cap ETF
VB
$66.4B
$2.27M 0.11%
12,110
+454
+4% +$85.3K
IJH icon
61
iShares Core S&P Mid-Cap ETF
IJH
$100B
$2.22M 0.11%
9,144
+251
+3% +$60.9K
SPYV icon
62
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.1B
$2.2M 0.11%
+267,900
New +$2.2M
HYXF icon
63
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$183M
$2.11M 0.11%
48,929
+14,996
+44% +$648K
VUG icon
64
Vanguard Growth ETF
VUG
$185B
$2.08M 0.1%
7,351
+238
+3% +$67.3K
MUB icon
65
iShares National Muni Bond ETF
MUB
$38.6B
$1.9M 0.09%
19,262
-857
-4% -$84.4K
PXH icon
66
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.57B
$1.82M 0.09%
103,234
-37,807
-27% -$666K
SCHX icon
67
Schwab US Large- Cap ETF
SCHX
$59B
$1.81M 0.09%
44,334
+598
+1% +$24.4K
COMT icon
68
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$652M
$1.78M 0.09%
21,562
+220
+1% +$18.2K
MDYV icon
69
SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.46B
$1.75M 0.09%
+58,256
New +$1.75M
IYW icon
70
iShares US Technology ETF
IYW
$22.9B
$1.6M 0.08%
+21,477
New +$1.6M
SCHO icon
71
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$1.59M 0.08%
33,900
-898
-3% -$42.1K
TLH icon
72
iShares 10-20 Year Treasury Bond ETF
TLH
$11.3B
$1.54M 0.08%
17,232
+5,762
+50% +$515K
SHYG icon
73
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.28B
$1.49M 0.07%
+62,423
New +$1.49M
VTV icon
74
Vanguard Value ETF
VTV
$144B
$1.48M 0.07%
10,791
+679
+7% +$93.4K
PRF icon
75
Invesco FTSE RAFI US 1000 ETF
PRF
$8.08B
$1.45M 0.07%
9,347
-22
-0.2% -$3.41K
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